Automate investment.
Grow faster.

InvestGlass is the inside sales CRM-CMS of choice for financial advisors, sales and family office.
Increase productivity with all your sales communication in one place.

Our Customers

Family Offices
Wealth Advisors
Asset Managers
Private Banks

Featured App

The end justifies the means

InvestGlass is dedicated to sales automation for wealth advisors. It's an all-in-one CRM, CMS, artificial intelligence and financial information platform.

See in detail

100% success
with customisable On-boarding

Up to 3 times faster
Customisable robot advisor

Up to 90% increase
in productivity with AI-generated leads

2/3 cost saving
thanks to compliance automate


Don't just randomly assign investment ideas to your customers. Track your clients' interests, updates and satisfaction level. Understand your sales behaviour. Leads strive to maximize your conversion likelihood so that your wealth advisors team isn't stretched too thin.

Gain insights into your customers

InvestGlass is key for assessing suitability and appropriateness, managing client assets, best execution or reporting on transactions.

On the go, InvestGlass terminal is the most flexible platform for financial professionals who need price data, news and analytics to make smarter business decisions.

Commodities / Derivatives / Equities / Fixed Income / Foreign Exchange

Client classification

Automatic Tags

Marketing controls

Pre-Advice check

Target market

suitability and appropriateness

Made in Switzerland

It's Time to Take Artificial Intelligence Seriously

Reduce Compliance Cost

Optimize Operating Expenses

Increase Return on Asset

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InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction wealth advisors check on your customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. This website is using cookies. By using this website you agree to the following Terms of Service.

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Call us: +41 22 552 03 26